Filed August 27, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BFSG LLC2 years Service code 27 · EIN 20-8532658 | Advisory (Plan) | $29,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,761 | $138,347+2.5% | $184,203-23.0% | $80,856+75.3% |
| Participation rate | 94.2% | 83.9%+10.3pp | 86.8%+7.4pp | 67.6%+26.5pp |
| Annual return | 14.41% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,669 | $4,850-65.6% | $6,427-74.0% | $2,755-39.4% |
| Participant deferral / active EE | $9,583 | $7,071+35.5% | $9,131+4.9% | $4,296+123.1% |
| Admin fee / account holder | $479 | $10,483-95.4% | $13,901-96.6% | $6,918-93.1% |